First TR Specialty FIN & FIN

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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IFP Advisors, Inc

DECREASED

Shares5,198 from 5,824

Change-626 (-11%)

Value$21.6K (-$3.5K)

Filed 2025-07-24

SIT Investment Associates Inc

CLOSED

Shares0 from 1,145,200

Change-1,145,200 (-100%)

Value$0 (-$4.9K)

Filed 2025-08-14

LPL Financial LLC

CLOSED

Shares0 from 1,039,701

Change-1,039,701 (-100%)

Value$0 (-$4.5M)

Filed 2025-08-12

Saba Capital Management, L.P.A

CLOSED

Shares0 from 699,009

Change-699,009 (-100%)

Value$0 (-$3.0M)

Filed 2025-08-14

Morgan Stanley

CLOSED

Shares0 from 666,795

Change-666,795 (-100%)

Value$0 (-$2.9M)

Filed 2025-08-14

Almitas Capital LLC

CLOSED

Shares0 from 213,254

Change-213,254 (-100%)

Value$0 (-$917.0K)

Filed 2025-08-14

Rivernorth Capital Management, LLC

CLOSED

Shares0 from 177,521

Change-177,521 (-100%)

Value$0 (-$763.3K)

Filed 2025-08-14

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 173,046

Change-173,046 (-100%)

Value$0 (-$744)

Filed 2025-08-06

Absolute Investment Advisers, LLC

CLOSED

Shares0 from 147,697

Change-147,697 (-100%)

Value$0 (-$635.1K)

Filed 2025-07-15

Compound Planning, Inc.

CLOSED

Shares0 from 132,443

Change-132,443 (-100%)

Value$0 (-$569.5K)

Filed 2025-08-14

CSS LLC

CLOSED

Shares0 from 124,039

Change-124,039 (-100%)

Value$0 (-$533.4K)

Filed 2025-08-14

North Ground Capital

CLOSED

Shares0 from 96,932

Change-96,932 (-100%)

Value$0 (-$381.6K)

Filed 2025-08-14

Wells Fargo & Company

CLOSED

Shares0 from 79,986

Change-79,986 (-100%)

Value$0 (-$343.9K)

Filed 2025-08-14

Lanark Financial, Inc.

CLOSED

Shares0 from 72,081

Change-72,081 (-100%)

Value$0 (-$309)

Filed 2025-07-08

Uhlmann Price Securities, LLC

CLOSED

Shares0 from 64,884

Change-64,884 (-100%)

Value$0 (-$279.0K)

Filed 2025-07-29

SYM Financial Corp

CLOSED

Shares0 from 59,171

Change-59,171 (-100%)

Value$0 (-$254.4K)

Filed 2025-08-01

Raymond James Financial Inc

CLOSED

Shares0 from 57,855

Change-57,855 (-100%)

Value$0 (-$248.8K)

Filed 2025-08-14

Quarry LP

CLOSED

Shares0 from 56,895

Change-56,895 (-100%)

Value$0 (-$244.6K)

Filed 2025-08-14

Good Life Advisors, LLC

CLOSED

Shares0 from 51,538

Change-51,538 (-100%)

Value$0 (-$221.6K)

Filed 2025-08-08

Osaic Holdings, Inc.

CLOSED

Shares0 from 47,443

Change-47,443 (-100%)

Value$0 (-$204.0K)

Filed 2025-09-04

Susquehanna International Group, LLP

CLOSED

Shares0 from 31,094

Change-31,094 (-100%)

Value$0 (-$133.7K)

Filed 2025-08-14

Csenge Advisory Group

CLOSED

Shares0 from 23,980

Change-23,980 (-100%)

Value$0 (-$92.3K)

Filed 2025-08-06

CWM, LLC

CLOSED

Shares0 from 21,765

Change-21,765 (-100%)

Value$0 (-$94)

Filed 2025-07-25

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 19,957

Change-19,957 (-100%)

Value$0 (-$86)

Filed 2025-07-31

Mendel Capital Management LLC

CLOSED

Shares0 from 19,940

Change-19,940 (-100%)

Value$0 (-$85.7K)

Filed 2025-08-14

Ausdal Financial Partners, Inc.

CLOSED

Shares0 from 14,788

Change-14,788 (-100%)

Value$0 (-$63.6K)

Filed 2025-08-14

Citadel Advisors LLC

CLOSED

Shares0 from 13,290

Change-13,290 (-100%)

Value$0 (-$57.1K)

Filed 2025-08-14

KPP Advisory Services LLC

CLOSED

Shares0 from 12,500

Change-12,500 (-100%)

Value$0 (-$53.8K)

Filed 2025-07-30

Cetera Investment Advisers

CLOSED

Shares0 from 12,390

Change-12,390 (-100%)

Value$0 (-$53.3K)

Filed 2025-08-08

L.M. Kohn & Company

CLOSED

Shares0 from 11,800

Change-11,800 (-100%)

Value$0 (-$50.7K)

Filed 2025-08-04

Wedbush Securities Inc

CLOSED

Shares0 from 11,522

Change-11,522 (-100%)

Value$0 (-$50)

Filed 2025-08-06

Atria Wealth Solutions, Inc.

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$47.3K)

Filed 2025-07-25

Belpointe Asset Management LLC

CLOSED

Shares0 from 10,252

Change-10,252 (-100%)

Value$0 (-$44.1K)

Filed 2025-07-22

Equitable Holdings, Inc.

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$43.0K)

Filed 2025-08-15

US Bancorp \de\

CLOSED

Shares0 from 2,900

Change-2,900 (-100%)

Value$0 (-$12.5K)

Filed 2025-07-24

Wolverine Asset Management LLC

CLOSED

Shares0 from 2,418

Change-2,418 (-100%)

Value$0 (-$10.4K)

Filed 2025-08-04

Royal Bank of Canada

CLOSED

Shares0 from 1,650

Change-1,650 (-100%)

Value$0 (-$7.0K)

Filed 2025-11-21

UBS Group AG

CLOSED

Shares0 from 201

Change-201 (-100%)

Value$0 (-$864)

Filed 2025-08-14

Bank of America Corp

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$215)

Filed 2025-08-14

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-08-12

Park Square Financial Group, LLC

N/A

Shares— from 3,197

Change-3,197 (-100%)

Value—

	Status
IFP Advisors, Inc	DECREASED	5,198	5,824	-626	-11%	$25.0K	$21.6K	-$3.5K	2025-07-24
SIT Investment Associates Inc	CLOSED	0	1,145,200	-1,145,200	-100%	$4.9K	$0	-$4.9K	2025-08-14
LPL Financial LLC	CLOSED	0	1,039,701	-1,039,701	-100%	$4.5M	$0	-$4.5M	2025-08-12
Saba Capital Management, L.P.A	CLOSED	0	699,009	-699,009	-100%	$3.0M	$0	-$3.0M	2025-08-14
Morgan Stanley	CLOSED	0	666,795	-666,795	-100%	$2.9M	$0	-$2.9M	2025-08-14
Almitas Capital LLC	CLOSED	0	213,254	-213,254	-100%	$917.0K	$0	-$917.0K	2025-08-14
Rivernorth Capital Management, LLC	CLOSED	0	177,521	-177,521	-100%	$763.3K	$0	-$763.3K	2025-08-14
Commonwealth Equity Services, LLC	CLOSED	0	173,046	-173,046	-100%	$744	$0	-$744	2025-08-06
Absolute Investment Advisers, LLC	CLOSED	0	147,697	-147,697	-100%	$635.1K	$0	-$635.1K	2025-07-15
Compound Planning, Inc.	CLOSED	0	132,443	-132,443	-100%	$569.5K	$0	-$569.5K	2025-08-14
CSS LLC	CLOSED	0	124,039	-124,039	-100%	$533.4K	$0	-$533.4K	2025-08-14
North Ground Capital	CLOSED	0	96,932	-96,932	-100%	$381.6K	$0	-$381.6K	2025-08-14
Wells Fargo & Company	CLOSED	0	79,986	-79,986	-100%	$343.9K	$0	-$343.9K	2025-08-14
Lanark Financial, Inc.	CLOSED	0	72,081	-72,081	-100%	$309	$0	-$309	2025-07-08
Uhlmann Price Securities, LLC	CLOSED	0	64,884	-64,884	-100%	$279.0K	$0	-$279.0K	2025-07-29
SYM Financial Corp	CLOSED	0	59,171	-59,171	-100%	$254.4K	$0	-$254.4K	2025-08-01
Raymond James Financial Inc	CLOSED	0	57,855	-57,855	-100%	$248.8K	$0	-$248.8K	2025-08-14
Quarry LP	CLOSED	0	56,895	-56,895	-100%	$244.6K	$0	-$244.6K	2025-08-14
Good Life Advisors, LLC	CLOSED	0	51,538	-51,538	-100%	$221.6K	$0	-$221.6K	2025-08-08
Osaic Holdings, Inc.	CLOSED	0	47,443	-47,443	-100%	$204.0K	$0	-$204.0K	2025-09-04
Susquehanna International Group, LLP	CLOSED	0	31,094	-31,094	-100%	$133.7K	$0	-$133.7K	2025-08-14
Csenge Advisory Group	CLOSED	0	23,980	-23,980	-100%	$92.3K	$0	-$92.3K	2025-08-06
CWM, LLC	CLOSED	0	21,765	-21,765	-100%	$94	$0	-$94	2025-07-25
Cambridge Investment Research Advisors, Inc.	CLOSED	0	19,957	-19,957	-100%	$86	$0	-$86	2025-07-31
Mendel Capital Management LLC	CLOSED	0	19,940	-19,940	-100%	$85.7K	$0	-$85.7K	2025-08-14
Ausdal Financial Partners, Inc.	CLOSED	0	14,788	-14,788	-100%	$63.6K	$0	-$63.6K	2025-08-14
Citadel Advisors LLC	CLOSED	0	13,290	-13,290	-100%	$57.1K	$0	-$57.1K	2025-08-14
KPP Advisory Services LLC	CLOSED	0	12,500	-12,500	-100%	$53.8K	$0	-$53.8K	2025-07-30
Cetera Investment Advisers	CLOSED	0	12,390	-12,390	-100%	$53.3K	$0	-$53.3K	2025-08-08
L.M. Kohn & Company	CLOSED	0	11,800	-11,800	-100%	$50.7K	$0	-$50.7K	2025-08-04
Wedbush Securities Inc	CLOSED	0	11,522	-11,522	-100%	$50	$0	-$50	2025-08-06
Atria Wealth Solutions, Inc.	CLOSED	0	11,000	-11,000	-100%	$47.3K	$0	-$47.3K	2025-07-25
Belpointe Asset Management LLC	CLOSED	0	10,252	-10,252	-100%	$44.1K	$0	-$44.1K	2025-07-22
Equitable Holdings, Inc.	CLOSED	0	10,000	-10,000	-100%	$43.0K	$0	-$43.0K	2025-08-15
US Bancorp \de\	CLOSED	0	2,900	-2,900	-100%	$12.5K	$0	-$12.5K	2025-07-24
Wolverine Asset Management LLC	CLOSED	0	2,418	-2,418	-100%	$10.4K	$0	-$10.4K	2025-08-04
Royal Bank of Canada	CLOSED	0	1,650	-1,650	-100%	$7.0K	$0	-$7.0K	2025-11-21
UBS Group AG	CLOSED	0	201	-201	-100%	$864	$0	-$864	2025-08-14
Bank of America Corp	CLOSED	0	50	-50	-100%	$215	$0	-$215	2025-08-14
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-08-12
Park Square Financial Group, LLC	N/A	—	3,197	-3,197	-100%	$13.7K	—	—	—

Showing 41 of 41 institutions